OAK VALUE CAPITAL MANAGEMENT, INC
CRD #106803 SEC #801-38739 CHAPEL HILL, NC 919.419.1900
SEC Registered
Total AUM
$192.9M
Discretionary
$192.9M
Employees
--
Clients
--
Accounts
116
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SENIOR VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, AND DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SVP, CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, TREASURER, CORP. SECRETARY, AND DIRECTOR | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SENIOR VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT, AND CCO | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, AND DIRECTOR OF COMPLIANCE | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | SENIOR VICE PRESIDENT, TREASURER, CORPORATE SECRETARY, DIRECTOR, AND DIRECTOR OF COMPLIANCE AND BUSINESS SUPPORT | NA | Control |
| LANDIS, MARGARET, COURTENAY | I | VICE PRESIDENT, DIRECTOR OF COMPLIANCE, DIRECTOR, CORPORATE SECRETARY | NA | Control |
| SAUER, MATTHEW, FRANCIS | I | SR. VICE PRESIDENT, DIRECTOR, DIRECTOR OF RESEARCH, PORTFOLIO MGR | NA | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN OF THE BOARD OF DIRECTORS, CIO, AND SR. PORTFOLIO MGR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, DIRECTOR, CIO, AND PORTFOLIO MGR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, CIO, SR. PORTFOLIO MGR, AND DIRECTOR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, DIRECTOR, CIO, AND PORTFOLIO MGR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, DIRECTOR, CIO, AND PORTFOLIO MGR | D | Control |
| CARR, DAVID, RICHARD | I | CHAIRMAN, DIRECTOR, CIO, AND PORTFOLIO MGR | D | Control |
| BRUMLEY, GEORGE, WILLIAM | I | CEO, CHAIRMAN, DIRECTOR, TREASURER, PORTFOLIO MGR | C | Control |
| CARR, DAVID, RICHARD | I | PRESIDENT, DIRECTOR, CIO, PORTFOLIO MGR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, DIRECTOR, AND PORTFOLIO MGR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, SR. PORTFOLIO MGR, AND DIRECTOR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, DIRECTOR, AND PORTFOLIO MGR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, DIRECTOR, AND PORTFOLIO MGR | C | Control |
| COATS, LARRY, DOUGLAS | I | PRESIDENT, CEO, DIRECTOR, AND PORTFOLIO MGR | C | Control |
| COATS, LARRY, DOUGLAS | I | EXECUTIVE VICE PRESIDENT, DIRECTOR, PORTFOLIO MGR | B | Control |
| SAUER, MATTHEW, FRANCIS | I | EVP, SR. PORTFOLIO MGR, AND DIRECTOR | A | Control |
| SAUER, MATTHEW, FRANCIS | I | EVP, SR. PORTFOLIO MGR, AND DIRECTOR | A | Control |
| SAUER, MATTHEW, FRANCIS | I | SR. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, DIRECTOR OF RESEARCH, AND PORTFOLIO MGR | A | Control |
| SAUER, MATTHEW, FRANCIS | I | SR. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, DIRECTOR OF RESEARCH, AND PORTFOLIO MGR | A | Control |
| SAUER, MATTHEW, FRANCIS | I | SR. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, DIRECTOR OF RESEARCH, AND PORTFOLIO MGR | A | Control |
| SAUER, MATTHEW, FRANCIS | I | SR. VICE PRESIDENT, ASSISTANT TREASURER, ASSISTANT SECRETARY, DIRECTOR, DIRECTOR OF RESEARCH, AND PORTFOLIO MGR | A | Control |
Registrations
Federal
IA
Feb 13, 2009 REGISTERED
Notice Filings (38)
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Address
1450 RALEIGH ROADSUITE 220
CHAPEL HILL, NC 27517
United States
Phone: 919.419.1900